Senior Executive, Portfolio Management & AI Transformation

Job Description & Requirements

1. Portfolio Management

• Monitor and analyse the performance of venture capital funds, private equity funds, direct investments, joint venture companies, and selected listed equity investments.
• Prepare quarterly investment reports, valuation analysis, portfolio updates, cashflow projections, and presentation materials for Management and the Board.
• Support annual budgeting, quarterly forecasts, variance analysis, and investment cashflow planning.

2. Due Diligence & Execution

• Conduct due diligence on venture capital funds, private equity funds, private credit funds, and direct investment opportunities.
• Review data room materials, fund documents, financial statements, market research, references, and portfolio updates.
• Prepare Investment Memos covering investment summary, market opportunity, key risks, target returns, and key considerations.
• Support investment execution, including documentation review, IC approval preparation, and closing coordination.

3. Business Analysis & Digital Transformation

• Assist in business analysis of joint venture companies, including financial performance, operating metrics, budgets, forecasts, business outlook, and strategic initiatives.
• Develop and maintain portfolio dashboards, databases, reporting templates, and analytics tools.
• Leverage software, data analytics, and AI tools to improve investment research, portfolio monitoring, reporting, and workflow efficiency.
• Attend Company-sponsored training in software engineering, AI, data analytics, or digital transformation, and apply the knowledge to build practical tools for the investment team and the Group’s core business.
• Work with internal business units to identify manual workflows, reporting gaps, and potential software or AI-enabled solutions.

4. Stakeholder Management

• Liaise with fund managers, portfolio companies, joint venture partners, banks, custodians, legal advisers, technology vendors, and internal departments.
• Support GP meetings, annual meetings, portfolio reviews, and follow-up action items.
• Maintain high integrity and discretion in handling confidential investment, financial, business, and portfolio information.

Requirements

• Bachelor’s degree in Applied Computing, Finance, Economics, Engineering, Computer Science, Data Analytics, Information Systems, or a related discipline.
• At least 3 years of relevant experience in venture capital, with strong preference for candidates with a Venture Capital (VC) background. Experience in private equity, private credit, fund-of-funds, investment banking, corporate finance, asset management, portfolio management, software development, data analytics, or business transformation will also be considered.
• Strong analytical and financial modelling skills, with the ability to interpret financial statements, fund reports, valuation reports, investment performance data, and business operating metrics.
• Foundational AI engineering knowledge, including the ability to build basic machine learning models. This supports the job redesign objective of expanding the role beyond traditional portfolio management to include AI-driven capabilities. The candidate is also expected to identify practical AI use cases and contribute to knowledge sharing and upskilling across the team.
• Experience or strong interest in Python, SQL, Power BI, workflow automation, no-code/low-code tools, AI tools, or web application development will be an advantage.
• Willingness to participate in company-sponsored training in software engineering, AI, data analytics, or digital transformation.
• Proficient in Microsoft Office, particularly Excel and PowerPoint.
• Meticulous, analytical, and detail-oriented, with strong ownership of work quality, deadlines, and continuous improvement.
• Strong written and verbal communication skills, with the ability to prepare clear reports and presentation materials for senior stakeholders.